Anic Equity¶
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Total return since start: 0.556 %¶
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Equity now: -----------------------------> 47514.71 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46119.86 Kr¶
PnL: ---------------------------------------> -768.71 Kr¶
DD now: ---------------------------------> -2.293 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 16:59:24.937093'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.730000 | 3151.200000 | 180.200000 | 6.070000 | 2971.000006 |
| HEBA B | 70 | -0.630000 | 2779.000000 | 143.000000 | 5.420000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.050000 | 425.200000 | 70.200000 | 19.770000 | 355.000000 |
| Corem Property Group B | 59 | -2.330000 | 642.510000 | 65.510000 | 11.350000 | 576.999999 |
| HMS Networks | 2 | -0.890000 | 709.200000 | 36.200000 | 5.380000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 0.510000 | 547.200000 | 15.200000 | 2.860000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.780000 | 260.160000 | 14.160000 | 5.760000 | 246.000000 |
| Eastnine | 4 | -1.260000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Resurs Holding | 22 | 0.300000 | 585.420000 | 11.420000 | 1.990000 | 573.999998 |
| Norva24 Group | 16 | -3.780000 | 554.240000 | 11.240000 | 2.070000 | 543.000000 |
| Karnov Group | 9 | 3.050000 | 547.200000 | 11.200000 | 2.090000 | 536.000004 |
| Boozt | 12 | 2.060000 | 1664.400000 | 10.400000 | 0.630000 | 1653.999996 |
| OEM International B | 7 | -1.910000 | 538.300000 | 10.300000 | 1.950000 | 527.999997 |
| Midsona B | 63 | -2.080000 | 592.200000 | 9.200000 | 1.580000 | 582.999984 |
| Intrum | 4 | -0.600000 | 532.800000 | 5.800000 | 1.100000 | 527.000000 |
| Essity A | 4 | 0.350000 | 1154.000000 | 5.000000 | 0.440000 | 1149.000000 |
| MedCap | 2 | -0.930000 | 426.000000 | 5.000000 | 1.190000 | 421.000000 |
| Essity B | 2 | -0.690000 | 576.000000 | 2.000000 | 0.350000 | 574.000000 |
| AcadeMedia | 12 | 0.740000 | 558.960000 | 1.960000 | 0.350000 | 557.000004 |
| Creaspac SPAC | 6 | 0.210000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Handelsbanken A | 5 | -1.890000 | 546.500000 | 0.500000 | 0.090000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.610000 | 560.700000 | -1.300000 | -0.230000 | 562.000005 |
| Swedbank A | 3 | -1.450000 | 561.900000 | -2.100000 | -0.370000 | 564.000000 |
| Securitas B | 6 | -0.800000 | 562.440000 | -7.560000 | -1.330000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.330000 | 3444.620000 | -9.380000 | -0.270000 | 3453.999992 |
| CTEK | 13 | 0.940000 | 517.920000 | -16.080000 | -3.010000 | 533.999999 |
| International Petroleum Corp. | 5 | 1.660000 | 521.000000 | -73.570000 | -12.370000 | 594.565215 |
| Vivesto | 1368 | -5.980000 | 520.390000 | -92.610000 | -15.110000 | 612.999432 |
| SAAB B | 8 | -0.510000 | 3283.200000 | -93.800000 | -2.780000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -1.020000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| OX2 | 18 | -0.580000 | 1535.400000 | -128.600000 | -7.730000 | 1663.999992 |
| Axfood | 13 | -0.510000 | 3560.700000 | -195.300000 | -5.200000 | 3756.000001 |
| Fasadgruppen Group | 35 | -2.260000 | 3475.500000 | -335.500000 | -8.800000 | 3810.999990 |
| Ovzon | 52 | -0.340000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| TOTAL | 46119.860000 | -768.710000 | -2.2932% | 46888.564618 |
Updated:¶
'2023-01-13 16:59:37.267523'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
